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Recent Articles
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The Transaction Log of the Best Ideas Portfolio
Mar 15, 2023
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Image Source: GotCredit.
View the transaction log of the portfolio of the Best Ideas Newsletter in this article. The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading.
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Berkshire Hathaway’s 2022 Shareholder Letter Addresses Buybacks
Mar 14, 2023
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Image: Berkshire Hathaway has held up fairly well following the market rout in 2022. Image Source: TradingView.
Buffett’s shareholder letters are always a refreshing read, a reminder of just how important it is to practice good business principles and to view stocks as pieces of businesses and not pieces of paper.
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Norfolk Southern’s Environmental and Safety Troubles Plague Stock
Mar 14, 2023
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Image: Norfolk Southern’s environmental troubles have sent its stock back to pre-pandemic levels. The company is yet another example of why companies cannot take for granted how their operations can negatively impact the environment. Image Source: TradingView.
Neglecting the environment and employee and consumer/resident safety is a sure way for companies to end up in hot water. Norfolk Southern is under special investigation by the National Transportation Safety Board (NTSB) for a series of accidents during the past couple years, punctuated by the derailment and chemical spill occurring in East Palestine, Ohio, in early February. Though the firm’s costs associated with the high-profile train derailment may be capped at $75 million, its reputation may be irreparably harmed. Norfolk Southern is a prime example of why ESG investing has an important role in the marketplace, as the company simply dropped the ball when it came to ‘Environmental’ and ‘Social’ considerations within the ESG construct.
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ALERT: We’re ‘Raising Cash’ in the Newsletter Portfolios
Mar 13, 2023
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Image: American Union Bank, New York City. April 26, 1932. Public Domain.
Almost a decade ago now, we wrote the following: “We firmly believe that an investment in a bank must come with the acknowledgement of the distinct possibility that another financial crisis may occur at an unknown time in the future. Why? Banks do not keep a 100% reserve against deposits. Our good friend George Bailey knew this very well when he tried to discourage Bedford Falls residents from making a “run” on the famous and beloved Building and Loan.” – Brian Nelson, CFA, September 4, 2013
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